Career advancement

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.

The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.

Financial Planning's annual awards honor advisor employees at both large and regional firms.

James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.

LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.

Osaic launches professional development initiative after a six-month pilot period.

The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.

At 29 years old, Chris King is the CEO and founder of Eaglebrook Advisors in Bethesda, Maryland, a cryptocurrency SMA platform with over $211 million in assets under management.

RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.

The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.

The 17-person Canell Group joins Wells Fargo's offices in New York.

Along with the big recruiting deals, Dynasty and Gries Financial Partners shook things up at the executive level.

The president of Integrated Partners reflects on how working through a misstep led to a life lesson — one that built a foundation for a solid career.

LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.

Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.

UBS, Morgan Stanley, Ameriprise, Bank of America and Cetera were all on the losing end of some of the biggest recruiting deals this week.

The partner and director of sustainable investing at Earth Equity Advisors says meeting two influential people in his life led him to a career in socially responsible investing.

The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.